Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Anderson Wilson is a financial advisor with over 30 years of experience in the financial services industry. Kathy is currently registered with Ameriprise Financial Services, LLC. Kathy's experience includes working with individuals, families, businesses, and retirement plans. Kathy's previous roles include working with Lincoln Financial Advisors Corporation, Colonial Brokerage, Inc., and CUNA Brokerage Services, Inc. Kathy is a Series 6, 7, 63, and 65 licensed advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
10/04/2024 - Present
Ameriprise Financial Services, LLC (Huntsville AL)
AL
11/02/2009 - 02/15/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNTSVILLE AL)
AL
01/13/2009 - 10/30/2009
COLONIAL BROKERAGE, INC. (MADISON AL)
AL
09/21/1994 - 11/19/2008
CUNA BROKERAGE SERVICES, INC. (DECATUR AL)
NY
04/03/1992 - 08/29/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/26/1990 - 04/09/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/26/1990 - 04/09/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
AL
11/22/1989 - 11/09/1990
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
NA
11/30/1987 - 09/12/1989
PAMCO SECURITIES AND INSURANCE SERVICES
NA
08/31/1987 - 11/27/1987
MARSHALL & CO. SECURITIES, INC.
IA
Issued 11/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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